Integrations: live CRM sync, and imports for everything else

HubSpot and Salesforce connect over a live API. The others import the files you export from your AMS or accounting system. Each card shows which kind it is.

Live API connections

Authenticate once and Policy Balance Hub pulls data on a schedule, reading only what changed since the last run. Both connections are read-only — nothing is ever written back to your CRM. Available on Professional and up.

CRM

HubSpot

Live API sync — read-only, every 15 minutes

This is a real API connection, not an export-and-upload workflow. Create a private app in HubSpot with read access to contacts and deals, paste its token once, and Policy Balance Hub reads your contacts and deals on a schedule — pulling only what changed since the last run. Nothing is ever written back to HubSpot.

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CRM

Salesforce

Live API sync via OAuth — read-only, every 15 minutes

Connect your Salesforce org through the standard OAuth flow — you authorise it in Salesforce, and Policy Balance Hub never sees a password. From then on it reads your contacts and opportunities on a schedule, pulling only what changed. Nothing is written back to Salesforce.

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File-based imports

No API connection exists between Policy Balance Hub and these systems, in either direction. They work from the CSV and XLSX exports your team already runs — mapped once through a guided wizard, then saved as a reusable recipe. Available on every paid plan.

Agency Management System

Applied Epic

CSV/XLSX import — no API connection to Applied Epic

Policy Balance Hub does not connect to Applied Epic over an API — no such connection exists on either side. What it does is read the CSV and XLSX exports your team already runs out of Epic, map them once through a guided wizard, and reconcile the result against carrier statements without anyone opening a spreadsheet.

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Agency Management System

Vertafore AMS360

CSV import with a prebuilt AMS360 migration kit

Policy Balance Hub does not connect to Vertafore AMS360 over an API. It ships a prebuilt migration kit instead: two import recipes that already know AMS360's Custom Data Exporter column names, so moving your customers and policies across is a two-file upload rather than a mapping exercise.

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Agency Management System

HawkSoft

CSV import with a prebuilt HawkSoft migration kit

Policy Balance Hub complements HawkSoft by handling the work HawkSoft was never designed for: matching carrier commission statements against your policy book, line by line, across every carrier you write. Getting the book in uses a prebuilt kit built around HawkSoft's own Quick Report exports — not an API connection, which does not exist.

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Accounting

QuickBooks

Works alongside QuickBooks — CSV in and out, no API connection

QuickBooks is good at general ledger accounting and bad at matching carrier commission statements to policies. Policy Balance Hub fills that gap: reconciliation happens here, and clean data leaves as CSV or Excel for you to post in QuickBooks. There is no QuickBooks API connection — data moves as files, in both directions.

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Prebuilt migration kits

Four agency management systems ship with a migration kit — import recipes that already carry that vendor's export column names, so moving your book across is a file upload rather than a mapping exercise. Every kit covers clients and policies only; commission history comes across through statement uploads instead.

HawkSoft— Quick Report / Advanced Report CSV export
Vertafore AMS360— Custom Data Exporter CSV
EZLynx— Applicant Detail and policy report exports
Vertafore QQCatalyst— Contact and policy list exports

Ready to stop drowning in spreadsheets?

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